[{"attributes":{"color":"var(--weui-FG-2)"},"insert":"失效分析 赵工"},{"insert":" "},{"attributes":{"color":"var(--weui-LINK)"},"insert":"半导体工程师"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"2023-08-17 09:55"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"发表于北京"},{"insert":"\n\n导读：近日据职场平台消息，来自两家国内知名的芯片企业奕斯伟和寒武纪行歌员工称所在企业正面临较大规模的裁员。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202308/ce4af398b499a6c5.jpg"}},{"attributes":{"align":"center"},"insert":"\n"},{"insert":"图：西安奕斯伟硅材料基地"},{"attributes":{"align":"center"},"insert":"\n"},{"attributes":{"color":"#021eaa","bold":true},"insert":"奕斯伟两轮裁员，合肥一半应届生被裁"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"其中，有员工称奕斯伟已进行两轮（六月和七月）大规模的裁员，涉及多个部门和岗位。其中，"},{"attributes":{"bold":true},"insert":"合肥奕斯伟（IC设计及封测）"},{"insert":"接近一半应届生被裁掉，按正常标准赔偿，但可能短期内都不会进行应届生招聘。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"此外，另有消息爆料称奕斯伟计划到年底裁减"},{"attributes":{"bold":true},"insert":"约1000名员工"},{"insert":"，同时进行裁员的还包括成本较高的研发部门。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"其中，"},{"attributes":{"bold":true},"insert":"北京奕斯伟计算（IC设计）"},{"insert":"旗下的"},{"attributes":{"bold":true},"insert":"珠峰研究院"},{"insert":"200人团队将裁掉80人左右，仅保留CPU相关的研发；泰山研究院120人只留20人左右，而华山研究院全部裁掉。此外，SCBU和PBU都将裁掉一半，60多人都只留30人。"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"align":"center"},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202308/3335c6ae16364765.jpg"}},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"图：合肥奕斯伟的COF封装产品"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"作为一家最早成立于2016年的公司，奕斯伟在2019年现任"},{"attributes":{"bold":true},"insert":"董事长王东升（京东方创始人）"},{"insert":"加入后完成集团重组并步入大众视野，公开披露的融资规模超过"},{"attributes":{"bold":true},"insert":"145亿元"},{"insert":"，一跃成为国内横跨"},{"attributes":{"bold":true},"insert":"IC设计、硅材料和先进封测"},{"insert":"三大领域的半导体大厂。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"总体来看，除市场已经较为成熟的封装业务外，"},{"attributes":{"bold":true},"insert":"IC设计和硅片制造"},{"insert":"都是高投入、长周期业务，在稳定量产之前需要长时间的团队建设、研发积累、样品验证和客户导入。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"此前有媒体报道称，"},{"attributes":{"bold":true},"insert":"京东方"},{"insert":"对奕斯伟的采购金额占比极高，意味着一方面目前奕斯伟的产品"},{"attributes":{"bold":true},"insert":"市场竞争力还不够强"},{"insert":"，另一方面依赖高层关系和"},{"attributes":{"bold":true},"insert":"单一大客户"},{"insert":"存在实质上的风险。有员工认为，裁员可能意味着奕斯伟将"},{"attributes":{"bold":true},"insert":"终止一些芯片设计项目"},{"insert":"。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"而"},{"attributes":{"bold":true},"insert":"研发投入高和缺乏广泛客户"},{"insert":"的缺点，在当前奕斯伟瞄准的"},{"attributes":{"bold":true},"insert":"显示处理、驱动和触控"},{"insert":"等IC终端市场需求严重下滑的周期内被放大，更加难以和已经陷入价格战的国内外厂商正面竞争。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202308/86f61c8471a291fa.jpg"}},{"attributes":{"align":"center"},"insert":"\n"},{"insert":"图：行歌科技展示智能驾驶芯片"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"attributes":{"color":"#021eaa","bold":true},"insert":"寒武纪行歌：软件员工减半、硬件保留少数员工"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"而另一家再现裁员传闻的是本土AI芯片龙头寒武纪位于南京的"},{"attributes":{"bold":true},"insert":"控股子公司寒武纪行歌"},{"insert":"(南京)科技有限公司，后者主要设计智能驾驶芯片，曾在2022年披露将推出算力超过"},{"attributes":{"bold":true},"insert":"200TOPS、7nm制程"},{"insert":"工艺的首款车载智能驾驶SoC。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"据国内媒体报道，行歌科技此次将裁掉近半数软件部门员工，硬件部门只保留少数员工，"},{"attributes":{"bold":true},"insert":"新项目已暂停"},{"insert":"。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"尽管经历了4轮数亿元融资，但寒武纪的年报显示行歌科技在2022年的"},{"attributes":{"bold":true},"insert":"营业收入仍然为0"},{"insert":"，净亏损2.48亿元。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"接受媒体采访的行歌科技员工表示，“应该不做了，"},{"attributes":{"bold":true},"insert":"放弃了。"},{"insert":"”还有一位自称为中层领导的员工表示，“"},{"attributes":{"bold":true},"insert":"落地项目较少"},{"insert":"，基本都是PoC（概念验证）......裁员更大的原因是公司大方向的考虑。”"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"过高的投入遇上市场、投资双下行，芯片行业的"},{"attributes":{"bold":true},"insert":"“余粮情绪”"},{"insert":"正在蔓延，类似“哲库”被迫关停的故事还会不断上演。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"来源：川渝半导体信息"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"var(--weui-FG-0)"},"insert":"半导体工程师"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"半导体经验分享，半导体成果交流，半导体信息发布。半导体行业动态，半导体从业者职业规划，芯片工程师成长历程。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"\n"}]
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发表于 2023-08-17 10:19
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